Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.623 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 49571.8 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 43567.23 Kr¶
PnL: ---------------------------------------> -1308.35 Kr¶
DD now: ---------------------------------> -6.68 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-06-21 17:19:40.120863'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| BHG Group | 109 | 7.780000 | 1540.170000 | 117.170000 | 8.230000 | 1423.000014 |
| Nederman Holding | 1 | -2.370000 | 206.000000 | 7.000000 | 3.520000 | 199.000000 |
| Hennes & Mauritz B | 6 | -1.170000 | 914.280000 | 2.280000 | 0.250000 | 912.000000 |
| Atrium Ljungberg B | 5 | 1.010000 | 903.000000 | -1.000000 | -0.110000 | 904.000000 |
| Eastnine | 6 | -0.180000 | 655.200000 | -1.800000 | -0.270000 | 657.000000 |
| BioGaia B | 8 | 2.450000 | 901.600000 | -2.400000 | -0.270000 | 904.000000 |
| Profoto Holding | 7 | -1.440000 | 576.800000 | -5.200000 | -0.890000 | 581.999999 |
| ASSA ABLOY B | 4 | -0.200000 | 986.800000 | -6.200000 | -0.620000 | 993.000000 |
| JM | 7 | -0.450000 | 935.900000 | -14.100000 | -1.480000 | 950.000002 |
| AcadeMedia | 20 | -0.660000 | 963.600000 | -14.400000 | -1.470000 | 978.000000 |
| Biotage | 1 | -6.480000 | 132.800000 | -16.200000 | -10.870000 | 149.000000 |
| Creaspac SPAC | 40 | 0.100000 | 3816.000000 | -18.000000 | -0.470000 | 3834.000000 |
| Vitrolife | 3 | 0.270000 | 658.800000 | -18.200000 | -2.690000 | 677.000001 |
| Gränges | 10 | 0.100000 | 1019.000000 | -20.000000 | -1.920000 | 1039.000000 |
| OX2 | 12 | -1.950000 | 888.960000 | -20.040000 | -2.200000 | 909.000000 |
| Bufab | 3 | -0.400000 | 1055.400000 | -20.600000 | -1.910000 | 1076.000001 |
| Alimak Group | 12 | 1.230000 | 984.000000 | -23.000000 | -2.280000 | 1007.000004 |
| INVISIO | 15 | -0.210000 | 3547.500000 | -24.500000 | -0.690000 | 3571.999995 |
| Hexatronic Group | 15 | 0.110000 | 1045.800000 | -25.200000 | -2.350000 | 1071.000000 |
| Latour B | 4 | -2.220000 | 829.200000 | -26.800000 | -3.130000 | 856.000000 |
| Sandvik | 4 | 0.150000 | 819.600000 | -28.400000 | -3.350000 | 848.000000 |
| Sagax B | 4 | -1.380000 | 856.000000 | -29.000000 | -3.280000 | 885.000000 |
| Vitec Software Group B | 2 | -2.710000 | 1075.000000 | -29.000000 | -2.630000 | 1104.000000 |
| Investor B | 3 | -1.390000 | 628.800000 | -29.200000 | -4.440000 | 657.999999 |
| Addnode Group B | 7 | -1.500000 | 874.300000 | -30.700000 | -3.390000 | 904.999998 |
| Byggmax Group | 33 | -0.070000 | 935.220000 | -31.780000 | -3.290000 | 966.999990 |
| Hoist Finance | 36 | 0.740000 | 979.200000 | -31.800000 | -3.150000 | 1010.999988 |
| SKF B | 5 | -0.630000 | 942.500000 | -37.500000 | -3.830000 | 980.000000 |
| Sagax A | 4 | -2.750000 | 848.000000 | -38.000000 | -4.290000 | 886.000000 |
| Catena | 2 | 0.630000 | 761.200000 | -44.800000 | -5.560000 | 806.000000 |
| EQT | 4 | -2.680000 | 826.400000 | -46.600000 | -5.340000 | 873.000000 |
| Platzer Fastigheter Holding B | 12 | -0.660000 | 902.400000 | -48.600000 | -5.110000 | 951.000000 |
| Orrön Energy | 170 | -3.350000 | 1985.600000 | -60.400000 | -2.950000 | 2045.999980 |
| HEXPOL B | 8 | -5.780000 | 887.200000 | -69.800000 | -7.290000 | 957.000000 |
| Hexagon B | 26 | -1.580000 | 3330.600000 | -89.400000 | -2.610000 | 3420.000012 |
| VEF | 788 | -2.090000 | 1774.580000 | -128.420000 | -6.750000 | 1903.000300 |
| Sedana Medical | 93 | 0.580000 | 2579.820000 | -403.760000 | -13.530000 | 2983.577733 |
| TOTAL | 43567.230000 | -1308.350000 | -6.68021% | 44875.578016 |
Updated:¶
'2023-06-21 17:19:57.620414'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
